DataSelf Analytics for QuickBooks

Data Warehouse Templates

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Power BI Templates for QuickBooks

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Tableau Templates for QuickBooks

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Microsoft Excel Templates

These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.

Available data warehouse data feeds for MS Excel:

• AR Aging Today

• GL Transaction (WIP)

• Purchase Order

• Sales Invoice

Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs.